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Name Holding Trade Value Shares
Change
Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$236K +$226K +4,906 New
ETC
502
Exchange Traded Concepts
Oklahoma
$234K -$4.71K -102 -2%
BHPW
503
Beverly Hills Private Wealth
California
$233K -$17.9K -389 -7%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$232K +$54.8K +1,189 +31%
VSQM
505
V-Square Quantitative Management
Illinois
$231K +$31K +673 +15%
CWM
506
Congress Wealth Management
Massachusetts
$228K +$229K +4,957 New
KMWM
507
Keudell/Morrison Wealth Management
Oregon
$225K +$21.8K +473 +11%
AWS
508
Atria Wealth Solutions
New York
$221K +$222K +4,810 New
MWM
509
Modern Wealth Management
Kansas
$216K +$217K +4,707 New
FCP
510
Fidelis Capital Partners
Florida
$214K +$111K +2,400 +112%
PAS
511
Park Avenue Securities
New York
$213K +$5.86K +127 +3%
HI
512
Horizon Investments
North Carolina
$210K +$19.1K +413 +10%
TIM
513
Thompson Investment Management
Wisconsin
$209K +$210K +4,543 New
ASN
514
Advisory Services Network
Georgia
$209K +$51.7K +1,121 +34%
CB
515
Commerce Bank
Missouri
$208K +$57.2K +1,241 +38%
LFA
516
Legacy Financial Advisors
Kentucky
$205K -$1.52K -33 -0.7%
OIA
517
OneDigital Investment Advisors
Kansas
$205K +$91.2K +1,978 +80%
KeyBank National Association
518
KeyBank National Association
Ohio
$205K +$206K +4,457 New
PWM
519
Perigon Wealth Management
California
$203K +$204K +4,414 New
HH
520
Hilltop Holdings
Texas
$201K +$26.1K +565 +15%
CI
521
Cigna Investments
Connecticut
$201K +$70.6K +1,531 +54%
FCB
522
First County Bank
Connecticut
$201K -$75.1K -1,627 -27%
DILIC
523
Dai-ichi Life Insurance Company
Japan
$200K +$73.1K +1,585 +57%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$199K +$200K +4,335 New
AFG
525
Atomi Financial Group
New York
$197K +$198K +4,297 New